Automatable checklist that are fit for modern teams
Real results from customers using Tallyfy to manage and automate their business processes.
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Director of Communications
improvement in process outcomes
Use it right now to manage recurring workflows for your team
Intuitive checklist software that eliminates threads of emails, forms, and spreadsheets.
- Structure inbound creative requests
- Collect campaign ideas from sales
- QA for content publishing
- High touch client onboarding
- Client feedback requests
- Playbooks to triage common questions
- Accounts receivable & payable
- Purchase requests
- Collect monthly data from teams
- Self-service orientation for new employees
- Incoming resource requests
- Reimbursement and promotion requests
- Organize incoming issues and ideas
- Quality assurance
- Product release processes
- Triage requests to run custom playbooks
- Add micro-RPA to people-driven processes
- Consistent vendor and security checklists
- Lead qualification
- Automate contractuals and closes
- Document and improve playbooks
- Crowdsource data labelling for AI/ML
- Manage human-in-the-loop workflows
- Deliver insights "as a service"
- Transform SOP's into engaging experiences
- Crowdsource all company know-how
- Measure and improve company know-how
Tallyfy makes process checklist automation as easy as 1,2 3.
Get forms and approval checklists up and running in minutes. Share tasks with clients – outside your company.
Checklist software that works for your team
The simplest checklist software available.
Define your forms, approvals and processes
- One place to see your services and processes
- Kick off approval checklists using web forms
- Update SOP’s to eliminate versioning chaos
- Define who does what, when and how
Real-time checklists for employees and clients
- Works without leaving Outlook or Gmail
- Integration in minutes via webhooks and API
- Real-time tracking for all your approvals
- Automated rules for approvals
Process improvement for any size of business
- Handle approval variations without flowcharts
- Integrate via our open API and SSO
- Integrate AI for voice, images and more
- Stream analytics to your BI system
So, do we all agree on this checklist?
Everyone can contribute easily to finalizing an approval checklist.
Has my request been approved yet?
Never have to ask about the status of anything again.
Has anyone updated the client?
Clients can securely track a process!
Didn’t you see the urgent email?
Know what’s important and what can wait.
It’s difficult to follow processes
Tallyfy guides you through approval decisions.
Is the process up to date?
Eliminate change management and training.